Creating Categories
Theme: Configure
Who Is It For? System Administrator, Automation Engineer
What Is It?
You can group Service Requests into defined categories, such as a department or user group, and associate requests with that category.
To create and associate a category, complete the following steps:
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Select the + Create button
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Enter a unique name. Use a naming convention that supports filtering (e.g., Important/Saturday lets you filter by "Saturday")
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Select a background color. A reduced color swatch indicates the color is already in use
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(Optional) Select one or more Service Requests to assign to the category. Each Service Request can belong to only one category at a time
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Select Save. The new category displays
You can also edit a Service Request directly to change or set its category:
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FAQs
Q: How many steps does the Creating Categories procedure involve?
The Creating Categories procedure involves 5 steps. Complete all steps in order and save your changes.
Glossary
Department: An organizational grouping in OpCon used to assign jobs to logical divisions. User roles can be scoped to specific departments, controlling which jobs a user can manage.
Service Request: A Solution Manager feature that lets operators trigger predefined automation workflows using a simple form. Service Requests encapsulate schedule builds, job submissions, or events without requiring direct access to schedule definitions.
Resource: A numeric variable in OpCon representing a finite pool. Jobs can be configured to require a set number of resource units to run, limiting concurrent executions and preventing resource contention.